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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

21 advisors near 49801

Out of 400,000+ nationwide

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Bradley B

Series 65

Mount Pleasant, SC

High Tide Advisory LLC

Bradley Blomquist is a Series 65-licensed financial advisor with High Tide Advisory LLC in Mount Pleasant, SC. He founded two affiliated businesses: BJB Insurance Solutions, an insurance agency focusing on life insurance and annuity products used in retirement and legacy planning, and High Tide Tax Solutions, which offers federal and state tax preparation and planning services. His prior experience includes roles at Pregis Corporation and full-time education. High Tide Advisory LLC, founded in 2025, provides non-discretionary portfolio recommendations, financial planning, and consulting to individuals and businesses. The firm employs diversified ETF models and tax-efficient strategies while allowing clients to trade through their chosen custodians.

Retirement income strategy Roth conversion strategy Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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John B

Series 65

Iron Mountain, MI

Global View Capital Management LLC

John Benzie is a financial advisor at Global View Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with affiliated firms including Global View Capital Insurance Services and Global View Capital Advisors since 2014. Outside of his advisory roles, Benzie officiates high school basketball and baseball games. Global View Capital Management provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment process that utilizes technical analysis, momentum, and trend-following signals, supported by a majority-owned research arm that delivers daily fund rankings and trade alerts.

Active portfolio management Passive / index investing Wealth management
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Gregory L

Series 63, Series 66

Iron Mountain, MI

Kingsview Wealth Management, LLC

Gregory La Freniere is a financial advisor at Kingsview Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 21 years. Outside of his advisory role, he owns North Forty Wild Apples LLC, an online retail business specializing in tree seedlings. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Lance M

Series 63, Series 65

Kingsford, MI

Planmember Securities Corporation

Lance Marcell is a financial advisor with PlanMember Securities Corporation in Kingsford, MI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with PlanMember since 2016 and has operated his own financial services business since 2005. Marcell is also involved with the Michigan Association of Retired School Personnel, where he provides educational presentations. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing risk-based mutual fund portfolios and provides education, support services, and personalized retirement planning to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Laird T

Series 63, Series 65

Iron Mountain, MI

Cetera

Laird Trepp is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including VOYA Financial Advisors and Planning Associates. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by various program structures and model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Heidi S

Series 66

Iron Mountain, MI

OSAIC

Heidi Strutz is a Series 66-licensed financial advisor at OSAIC with seven years of industry experience. She has worked at firms including Woodbury Financial Services, LPL Financial, and McCash Investment Management. Outside of her advisory role, she is a member of the Kiwanis nonprofit organization in her local community. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Richard K

Series 66

Iron Mountain, MI

Edward Jones

Richard Kinsey is a Series 66 licensed financial advisor with Edward Jones in Iron Mountain, MI, and has eight years of industry experience. Before joining Edward Jones in 2017, he worked in various roles at Town and Country Sales, Riverside Auto Group, and Messersmith Manufacturing Incorporated. Outside of his advisory work, he is involved in tree care and planting at Orchard Vulcan and participates in agricultural labor on a family farm in Crystal Falls, including livestock care and crop planting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through an extensive network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jason A

Series 66

Iron Mountain, MI

Thrivent Investment Management

Jason Anderson is a Series 66-registered financial advisor with Thrivent Investment Management, based in Iron Mountain, MI. He has 17 years of industry experience and has been with Thrivent Financial for Lutherans and its investment management arm since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic financial planning and allows clients to combine planning with managed-account programs while maintaining separate service structures.

Business ownership considerations
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William S

Series 66

Iron Mountain, MI

Wells Fargo Advisors

William Saunders is a financial advisor at Wells Fargo Advisors with four years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Wells Fargo Clearing Services and Ameriprise, and he spent over a decade with Marquette Area Public Schools. He serves on the finance committee of the Dickinson County Animal Shelter, assisting with the establishment of investment guidelines. Wells Fargo Advisors is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations, with clients able to choose the implementation of those recommendations through various brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Hillari R

Series 66

Iron Mountain, MI

LPL Financial

Hillari Runsat is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL, she worked at LL Financial LLC and Ameriprise Financial Services, Inc. Runsat has a background that includes roles in financial services and accounting. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and portfolio management options supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jonathan E

Series 66

Iron Mountain, MI

LPL Financial

Jonathan Ellis is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining LPL Financial in 2023. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Wanda H

Series 66

Iron Mountain, MI

Edward Jones

Wanda Hart is a Series 66-licensed financial advisor with Edward Jones in Iron Mountain, MI, with five years of industry experience. She has held various roles, including work at Edward Jones since 2019 and involvement with several businesses in marketing, wellness, and nutrition. Outside of her advisory work, she assists on occasion with event catering at Curious Pig, a restaurant in Crystal Falls, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, affiliated mutual funds, and tax-efficient services. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Todd S

Series 63, Series 66

Iron Mountain, MI

Wells Fargo Advisors

Todd Saunders is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Saunders serves as vice president and board member of the Negaunee Public Schools Board of Education and is chair of the investment committee for the Dickinson Community Foundation. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with recommendations tailored through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew L

Series 66

Iron Mountain, MI

Edward Jones

Matthew Lockhart is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kerry T

Series 66

Iron Mountain, MI

Wells Fargo Advisors

Kerry Tushoski is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 1992. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Schlyn T

Series 66

Norway, MI

Edward Jones

Schlyn Thiry is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2019, Thiry worked at Integra First Federal Credit Union and Hudsons Classic Grill. Thiry also serves as a clerk for the Village of Daggett, where responsibilities include attending monthly meetings, preparing agendas and meeting notes, and managing billing processes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Brandon M

Series 66

Iron Mountain, MI

LPL Financial

Brandon Malburg is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. He studied at Michigan Technological University from 2019 to 2022. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jeffrey V

Series 66

Iron Mountain, MI

LPL Financial

Jeffrey Van Holla is a financial advisor with LPL Financial who holds a Series 66 designation and has been active in the industry since 2023. He has prior experience at First National Bank and Trust, Fifth Third Bank, and Jimmy Johns, and serves as a teacher's assistant at Michigan State University. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Sean O

Series 66

Iron Mountain, MI

Edward Jones

Sean O'Day is a financial advisor with Edward Jones in Iron Mountain, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cara S

Series 66

Iron Mountain, MI

LPL Financial

Cara Snowdon is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has worked at LPL Financial since 2017 and previously at Investment Centers of America, Inc. from 2014 to 2017. Outside of her advisory role, she has served as a trust administrator for First National Bank & Trust. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Cole S

Series 66

Iron Mountain, MI

LPL Financial

Cole Smith is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Ameriprise, Verso Corporation, and Systems Control. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and various delivery options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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